servicing, portfolio requests and business retention. Assist Wealth Advisor in managing their workflow and follow-ups
the System Support & Development (IS) and Information Technology (IT) departments and will offer strategic control. Qualifications: Bachelor's degree in Information Systems or Computer Science, or related field
consent to HWR to process and retain your personal information for the current opportunity as well as for future
and competitor activities. Use this information to make informed decisions about product assortment,
explore ways to improve on sales metrics.
Assist senior management with companys strategic planning
profession. As a financial adviser, you will: -Assist clients needs by conducting an in-depth financial
profession. As a financial adviser, you will: -Assist clients needs by conducting an in-depth financial
Handle SARS submissions and compliance requirements Assist in preparing for annual external audits Perform
financial/operational dashboards for management
- Assist with customer queries from management team (specific
tasks would include
-Ad hoc assistance with annual financial statements when capacity
financial/operational dashboards for management - Assist with customer queries from management team (specific provided Additional tasks would include -Ad hoc assistance with annual financial statements when capacity